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ML - Motherwell

DM Financial
    Solutions


DM Financial Solutions

Address: 6 Leesland, Uiddingston, Glasgow, Lanarkshire, G71 6TW
Telephone: 01698 815006
Fax: 01698 816711
E-mail: info@face2faceadvice.co.uk
Visit our Web Site: www.face2faceadvice.co.uk

Contact: David Mulholland DipPFS, CeMAP

General Information

We are Independent Financial Advisers, and as such can offer you unbiased advice from the marketplace as a whole. We are a small family run business and believe clients want a more personal approach when planning their future. We are able to provide financial advice, not only through Glasgow and Lanarkshire, but throughout Scotland and the UK. Based in Uddingston, Glasgow we are able to provide consultations in the comfort of your home. Many clients because of work commitments and family life prefer advice online or via the telephone. We believe in being forward thinking and are able to cater for customers preferred method of receiving financial advice.

With over 15 years experience in Financial Services we can provide a flexible, comprehensive and professional service.

We pride ourselves in giving unbiased honest advice.

You can have confidence in the knowledge and guidance we can offer. Our principal Mr David Mulholland has passed the Advanced Financial Planning Certificate (AFPC), including several papers in Pensions, Investments, Mortgages, Taxation and Inheritance Tax planning. We are also members of the P.F.S(Personal Finance Society). David has also been awarded the 2004 Regional Trophy by the C.I.I (Chartered Insurance Institute) for outstanding results in his AFPC exams.

Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate!

Our specialist areas
Effective financial planning revolves around the provision of practical solutions for your current and future requirements. Our experienced team of fully qualified advisors possess in-depth knowledge of specialist areas such as:
  • Investments: including ISAs, PEPs, Bonds & Unit Trusts etc.
  • Retirement Planning: including Personal Pensions & Stakeholder, Annuities etc.
  • Insurance: Life, Critical Illness and Income Protection.
  • Medical Expenses Planning: including Private Medical Insurance etc.
  • Savings: including monthly premium ISAs and Unit Trusts, Friendly Society plans etc.
  • Inheritance Tax Planning: advice upon how to minimise inheritance tax e.g. Nil Rate Band planning, Lifetime gifting, use of Annual exemptions, use of Trusts etc.
  • School Fees Planning: including methods where parents or grandparents can fund immediate or future fees using a variety of arrangements with the added potential to reduce inheritance tax.
  • Business & Corporation Planning: including Stakeholder & Group Pensions, Partnership & Director Insurance, Employee Benefits etc.
  • Mortgages & Remortgages: including, Offset, Flexible Buy to Let, Fixed rates, Trackers etc.
Your property may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we can work on a commission or fee basis. If paying by fee this is typically 0.5% of the loan.


What to do next We believe there is no substitute for the provision of financial advice on a 'face to face' basis, especially when dealing with complex issues and would invite you to contact us to arrange a convenient appointment.

Using technology we can provide advice throughout the UK however the majority of our clients reside throughout the following areas:
  • Uddingston
  • Bothwell
  • Glasgow
  • Lanarkshire
  • Hamilton
  • Motherwell
  • Larkhall
  • Blackwood
  • Douglas
  • Stonehouse
  • Strathaven
  • Cumbernauld
  • Kirkmuirhill
  • Lesmahagow
  • Blantyre
  • Cambuslang
  • East Kilbride
  • North Lanarkshire
  • South Lanarkshire
  • Bellshill
  • Lanark
  • Carluke
  • Airdrie
  • Coatbridge
  • Wishaw



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